Ongoing CPA Support That Keeps You Compliant and In Control .

Most tax problems don’t begin at tax time. They build throughout the year.

Our plans are designed to:

  • Maintain accurate financial records

  • Reduce taxes through proactive planning

  • Stay compliant year-round

Available Plans

  • Scale

    Starting at $1,000/month

    For established businesses generating $250K-$500K with growing compliance and planning needs.

    Includes

    ✓ Monthly bookkeeping & reconciliations

    ✓ Monthly financial statements

    ✓ Quarterly tax planning & financial review meetings

    ✓ Estimated tax payment guidance

    ✓ Annual business tax return

    ✓ Owner individual tax return

    ✓ Sales tax compliance (as applicable)

    ✓ Entity optimization recommendations

  • Advanced

    Starting at $2,000/month

    For businesses generating $500K-$1M with multi-state activity and increasing complexity.

    Includes Everything in Scale, plus:

    ✓ Multi-state tax planning & compliance

    ✓ Quarterly tax projections

    ✓ Owner compensation & distribution planning

    ✓ Business deduction optimization

    ✓ Entity structure review

    ✓ Tax strategy implementation

    ✓ Priority CPA support

  • Elite

    Starting at $3,500/month

    For business owners and investors $1M-$2M with complex income, multi-entity structures, and advanced planning needs.

    Includes Everything in Advanced, plus:

    ✓ Multi-entity coordination

    ✓ Partnership & S Corporation basis monitoring

    ✓ Executive tax planning

    ✓ Annual entity structure review

    ✓ Quarterly strategy meetings

    ✓ Investment & real estate tax coordination

    ✓ Advanced income tax projections

    ✓ Priority response times

  • Private Client

    Starting at $5,500/month

    For businesses and investors generating $2M+ with multiple entities, complex ownership structures, and advanced tax planning needs.

    Includes Everything in Elite, plus:

    ✓ Dedicated CPA advisory relationship

    ✓ Unlimited strategic planning meetings*

    ✓ Holding company & entity coordination

    ✓ Executive compensation planning

    ✓ Multi-state tax strategy oversight

    ✓ Transaction planning (business purchases, sales, expansions)

    ✓ Tax coordination with attorneys and financial advisors

    ✓ White-glove priority support

Looking for support before your business reaches these stages? Ask about our Emerging Business Program.

What Success Looks Like

Your business runs on reliable numbers, proactive planning, and year-round CPA guidance.

✓ You know where your business stands.

✓ Tax season becomes predictable.

✓ Growth doesn't create compliance problems.

✓ Major financial decisions are made with tax consequences already considered.

✓ Your CPA becomes a strategic advisor, not just a tax preparer.

Ready for Year-Round CPA Support?

Schedule a 30-minute Interest Call

ABOUT

AB Accounting Group provides CPA-led accounting, tax planning, and compliance services for business owners, S corporations, partnerships, investors, and licensed professionals across the United States. Whether you're building your financial foundation, scaling a growing business, or managing multiple entities, our integrated approach combines ongoing accounting, proactive tax strategy, and year-round compliance under one roof. Based in Tampa, Florida and serving clients nationwide, we help successful businesses stay compliant, reduce tax liability, and move forward with confidence.